ADVISOR TOOLKIT & RESOURCES

Your clients are eligible for Medicare when they turn 65, some become eligible earlier with special circumstances, but for most it is turning 65.  See our SOP for when and how to engage your clients approaching 65 on the topic of Medicare.

You have a few options depending on what you and your client prefer.  You can fill out our INTAKE FORM and one of our dedicated Advisor Agents will reach out to your client to schedule an appointment.  You can BOOK AN APPOINTMENT for your client with one of our Advisor Agents.  Or you can direct your client to our WEBSITE and they can schedule directly with us.

At some point in your clients life Medicare becomes mandatory, why let them navigate on their own.  Leverage Pepple Insurance to deepen your relationship with your clients.  You are the quarterback, we play a supporting role in helping your clients navigate the Medicare Maze.  You want your clients to come to you for all of their needs even outside financial planning, let us be the resource that fills the Medicare gap and ensures your clients are taken care of at the same high level of service you provide.

Leverage our professional Medicare 101 Seminar and Webinar to provide ongoing education and engagement to current clients as well as attract prospective clients to learn more about a topic that is so crucial in retirement.

Our services are completely complimentary to you and your clients.  Agents are compensated directly by the Insurance Companies.  Pepple Insurance agents are not incentivized to push one product or carrier over the other, we want to do what is best of the client based on their needs.

Know that your client is in good hands (check out our GOOGLE REVIEWS).  Depending on how the client is referred over to us, we will make contact with them within the 24 hours.  Prior to our meeting your client will be sent a link to easily input information that will help our agents prepare, we will ask for their address, date of birth, contact information and list of all physicians and prescription medications.  This information is confidential and is used for the purposes of preparing plan options that will best fit the clients needs.  

Typically, the first meeting is scheduled for 1 hour and we will go over the Medicare 101, so everyone is speaking the same language.  We will go through what steps need to be taken to enroll in Medicare and the options available and what we would recommend.  All information will be sent to the client, most times a follow up meeting is scheduled to finalize plans and allow processing time for Medicare and to submit the plan application.

Pepple Insurance provides ongoing support through our Client Service Support team as well as annual reviews if needed based on each clients needs.

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